Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, August 19 at 2:00 PM EDT

Register Free →

Search

Top

Back to Contracts

Portfolio Reporting & Client Communication Services

Active

State & Local

Response Deadline09/10/2026, 09:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

The Portfolio Reporting and Client Communication Services subcontract, issued by the Arizona Finance agency, focuses on the development and delivery of comprehensive investment performance reports. The selected provider will be responsible for creating monthly and quarterly reports, interactive dashboards, and client-facing presentations, ensuring all materials are distributed securely and adhere to public transparency and compliance standards. This opportunity falls under NAICS code 541830 and was posted on August 14, 2026. Interested parties must submit their responses by the deadline of September 10, 2026. Further details regarding the procurement process can be accessed through the OpenGov portal.

General Info

Arizona Finance seeks a provider for investment performance reporting and client communication services.

Agency

Arizona → FinanceView Agency

NAICS

541830 - Media Buying AgenciesView NAICS

Place of Performance

AZ, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-RFP-517.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Management Services

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PostedAug 14

subcontract

Response DeadlineSep 10

Submission deadline

Response Deadline

09/10/2026, 09:00:00 PM UTCin 26 days

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencyArizona → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

Arizona → Finance

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Develop and deliver monthly and quarterly investment performance reports, dashboards, and client-facing presentations with secure distribution and compliance with public transparency requirements.

Similar Contracts

Same NAICS industry code

Operation & Maintenance (O&M) Manual Preparation

250-NETWORK Contract Office 10 (36C250)

POSTED

DEADLINE

Stakeholder & Public Engagement CoordinationThe Procurement Department of the Birmingham-Jefferson County Transit Authority in Alabama is seeking a subcontractor for Stakeholder and Public Engagement Coordination. The primary objective of this contract is to manage community outreach, facilitate public meetings, and coordinate with stakeholders to support the development of BRT platforms. Interested parties must submit their responses by September 8, 2026, at 7:00 PM. This opportunity falls under NAICS code 541830 and was officially posted on August 13, 2026.

Procurement Department of Birmingham-Jefferson County Transit Authority

POSTED

DEADLINE

Training Materials and Curriculum Development

Hillsborough County

POSTED

DEADLINE

Technical Manual Production & Content Development

CONSTRUCTION & EQUIPMENT MANU & CON

POSTED

DEADLINE

Digital Sample Approval and Technical DocumentationThis subcontract, titled Digital Sample Approval and Technical Documentation, is issued by the Department of Defense under the W7NE Uspfo Activity Ma Arng agency. The primary scope of work involves the preparation and submission of digital proofs, specification sheets, and technical acceptability narratives for all Contract Line Item Numbers. This project is designated as a Total Small Business Set Aside under NAICS code 541830. The opportunity was posted on August 12, 2026, with a response deadline of August 26, 2026. Performance is associated with location 67500. Interested parties must ensure all technical documentation and digital samples meet the specified requirements to ensure technical acceptability across all CLINs.

W7NE Uspfo Activity Ma Arng

POSTED

DEADLINE

Training Materials and Exam DevelopmentThis subcontract opportunity with the Department of Defense, specifically NSWC Carderock, requires the development and delivery of comprehensive instructional materials. The scope of work includes creating print-ready and digital content, lab exercises, and presentation slides, as well as 12 graded exams. All deliverables must be strictly aligned with the NAVSEA PAUT curriculum and ASNT standards. The project is designated as a total Small Business Set Aside under NAICS code 541830, with the place of performance located in Philadelphia. Interested parties must submit their responses by August 17, 2026, following the posting date of August 12, 2026.

POSTED

DEADLINE

Technical Documentation & Manual Production

FA3016 502 Cons Cl

POSTED

DEADLINE

Translation and Multilingual Content Adaptation

Dfw International Airport

POSTED

DEADLINE

Technical Documentation and Manuals Production

W07V Endist Vicksburg

POSTED

DEADLINE

Technical Documentation and Metadata Development

United States International Trade Commission

POSTED

DEADLINE

Oregon Army National Guard Recruitment Marketing Program

Solicitation # W912JV26QA016

The Oregon Army National Guard Recruiting and Retention Battalion is seeking a contractor to design and implement a data-driven marketing program aimed at attracting non-prior service individuals between the ages of 17 and 34. The goal is to increase awareness and interest in the Oregon Army National Guard through targeted, performance-based marketing strategies tailored to this demographic. The contract requires the contractor to deliver a comprehensive campaign grounded in analytics and measurable outcomes to effectively reach and engage potential recruits across the state. This solicitation, identified as W912JV26QA016, is a Small Business Set Aside with a total set-aside designation under NAICS code 541830, indicating it is reserved exclusively for small businesses. The solicitation was posted on August 10, 2026, with responses due by August 26, 2026. The contracting office is located in Keizer, Oregon, under the Department of Defense’s U.S. Army Reserve Forces Command. Primary point of contact is Terrance Cage, with secondary support provided by Richard Harvey, both reachable via listed phone numbers and email addresses. The place of performance has not been specified, but work is expected to align with the operational and geographic needs of the Oregon Army National Guard.

W7NW Uspfo Activity Or Arng

POSTED

DEADLINE

Technical Documentation and O&M Manual Development

Department of National Defence

POSTED

DEADLINE

More opportunities from Arizona → Finance

Same awarding agency

Supplier Diversity & Small Business Outreach SupportThe Supplier Diversity and Small Business Outreach Support contract, issued by the Arizona Finance agency, focuses on enhancing the inclusion of minority-owned, women-owned, and small businesses within subcontracting and supply chains. The primary objective is to identify, engage, and report on these diverse entities to ensure compliance with City inclusion requirements. This subcontract opportunity falls under NAICS code 541618 and was posted on August 14, 2026. Interested parties must submit their responses by the deadline of September 10, 2026. Further details and application processes are available through the OpenGov procurement portal.

Other Management Consulting Services

POSTED

about 16 hours ago

DEADLINE

Broker-Dealer Vetting & Transaction Execution SupportThe Broker-Dealer Vetting and Transaction Execution Support subcontract is issued by the Arizona Finance agency to manage the vetting, onboarding, and compliance oversight of broker-dealers involved in municipal securities and other financial transactions. This effort falls under NAICS code 523120 and is designed to ensure that all financial entities used for transaction execution meet necessary regulatory and operational standards. The opportunity was posted on August 14, 2026, with a response deadline of September 10, 2026. Interested parties can find further details and submission instructions through the OpenGov procurement portal for Prescott, Arizona.

Securities Brokerage

POSTED

about 16 hours ago

DEADLINE

Cybersecurity & IT Infrastructure SupportThe Cybersecurity and IT Infrastructure Support subcontract is issued by the Arizona Finance agency to establish a secure technology framework for investment management operations. The primary objective is to implement robust cybersecurity protections and comprehensive disaster recovery planning to maintain data integrity and ensure constant availability of critical systems. This opportunity is categorized under NAICS code 541512 and was posted on August 14, 2026. Interested parties must submit their responses by the deadline of September 10, 2026. Further details regarding the procurement process can be accessed through the provided OpenGov portal link.

Computer Systems Design Services

POSTED

about 16 hours ago

DEADLINE

Investment Research & Market Analytics SupportThe Investment Research and Market Analytics Support subcontract is issued by the Arizona Finance agency to secure specialized economic research and data modeling services. The primary objective of the contract is to provide market trend analysis and sector forecasting to assist in reporting and investment decision-making for public fund portfolios. This opportunity is categorized under NAICS code 541611. The solicitation was posted on August 14, 2026, with a response deadline of September 10, 2026. Interested parties can find further details through the provided procurement portal link.

Administrative Management and General Management Consulting Services

POSTED

about 16 hours ago

DEADLINE

Investment Management Services

Solicitation # 2026-RFP-517

The City of Prescott is soliciting proposals from qualified firms to provide professional investment management services for the city's investment portfolio. This engagement is governed by the City's Investment Policy and Arizona State Law to ensure compliant and strategic fund management. The selected firm will be awarded an initial three year contract starting around October 13, 2026, with the possibility of securing additional three year extensions. Interested parties must submit their responses by the deadline of September 10, 2026. This solicitation, identified as 2026-RFP-517, is managed by the Finance department. Primary inquiries should be directed to Lars Johnson, the Deputy Finance Director, or Melissa Busby, the Purchasing Manager.

Portfolio Management and Investment Advice

POSTED

about 16 hours ago

DEADLINE

Equal Employment Opportunity (EEO) & Non-Discrimination ComplianceThe contract requires strict adherence to federal equal employment opportunity and non-discrimination laws including EEO, Title VI, IRCA, ADA, and E-Verify, ensuring all hiring and procurement activities are conducted without bias based on race, color, national origin, religion, sex, disability, or citizenship status. All personnel and vendor selection processes must align with these regulatory frameworks, and contractors are obligated to verify the employment eligibility of all workers through the E-Verify system. Compliance is mandatory throughout the entire supply chain, necessitating the flow-down of these requirements to all subcontractors, vendors, and third parties engaged in work related to this agreement. The contract is classified as a subcontract under NAICS code 541611 and is associated with the Finance agency in Arizona, with a response deadline of September 1, 2026. Performance of the work is not tied to a specific geographic location, and no set-aside status is designated. The successful party must maintain documented compliance with all applicable regulations and be prepared to demonstrate adherence upon request. Failure to implement or enforce these requirements at any level of the contracting hierarchy may result in penalties or termination of the agreement.

Administrative Management and General Management Consulting Services

POSTED

DEADLINE

Heat Safety Plan Development & TrainingThe contract requires the development and implementation of a comprehensive bilingual heat safety plan designed to protect workers in high-temperature environments. This includes creating structured employee training programs that address heat-related hazards, establishing designated rest areas with adequate shade and ventilation, ensuring continuous access to clean drinking water, and implementing acclimatization procedures that gradually expose workers to heat to reduce the risk of heat illness. The plan must be fully accessible in both English and Spanish to ensure clarity and compliance across a diverse workforce. Training must be delivered effectively to all personnel, with documentation of participation and understanding required to meet safety standards. The work is categorized under NAICS code 611512, indicating it relates to technical and trade schools, suggesting the training component may involve educational or instructional delivery methods. The contract is a subcontract with a response deadline of September 1, 2026, and is solicited under the Arizona Finance agency. Although specific performance locations are not detailed, the scope implies field or outdoor operations where heat exposure is a significant concern. The plan must be operational and enforceable, with measurable outcomes to ensure worker safety and regulatory compliance. No set-aside provisions are specified, and the solicitation is open to qualified subcontractors capable of executing a multilingual safety and training initiative.

Flight Training

POSTED

DEADLINE

Small Business & DBE Compliance ReportingThe contract requires support for compliance with DBE, MBE, and WBE participation standards as mandated by 49 CFR Part 26, ensuring that disadvantaged business enterprises are appropriately engaged in project activities. Responsible parties must accurately track and document participation levels and submit detailed monthly reports through the phoenix.gob2g.com portal in a timely and consistent manner to maintain regulatory adherence. This subcontract falls under NAICS code 541618 and is managed by the Finance agency of Arizona with a submission deadline of September 1, 2026, and a posting date of July 31, 2026. The work is performed under a subcontract structure without a specific set-aside designation, and all reporting must align with federal guidelines to validate minority and women business involvement.

Other Management Consulting Services

POSTED

DEADLINE

Digital Attachment & Media ManagementThe contract titled Digital Attachment & Media Management requires the subcontractor to manage digital media files, including JPG images and JSON data, associated with product listings within a procurement catalog. Responsibilities include ensuring all attachments adhere to specified format standards, maintaining accessibility and functionality across systems, and supporting seamless integration into the catalog infrastructure. The work must be performed to guarantee regulatory and operational compliance, with a focus on consistency, accuracy, and reliability of media content used in procurement processes. This is a subcontract under the NAICS code 519130, issued by the Finance agency through its Arizona office, with a response deadline of September 1, 2026. The contract does not specify a set-aside type or point of contact, and performance location details are not provided. Interested parties must submit responses via the provided online portal before the deadline, and all deliverables must meet technical and compliance requirements without reliance on external documentation or assumptions.

Internet Publishing and Broadcasting and Web Search Portals

POSTED

DEADLINE

Sustainability & Compliance ReportingThe contract titled Sustainability & Compliance Reporting requires the collection, validation, and reporting of key sustainability indicators including emissions, waste generation, and materials recyclability, all categorized under specific type codes ranging from 01 to 07. This subcontract is issued under the NAICS code 541611 and is managed by the Finance agency through its Arizona office, with a submission deadline of September 1, 2026. The work is expected to ensure accurate and standardized data reporting to meet compliance and environmental performance benchmarks, though no set-aside provisions or specific location for performance are identified. All deliverables must align with the defined data classifications and reporting protocols to support broader organizational sustainability goals.

Administrative Management and General Management Consulting Services

POSTED

DEADLINE

Procurement Data Standardization & Catalog IntegrationThe contract requires the normalization and integration of supplier product data into the City’s centralized procurement catalog, specifically aligning with the SAP OCI 5.0 data standard. This effort aims to ensure consistent, accurate, and structured product information across all vendor submissions to support efficient procurement operations. Suppliers must adapt their catalog data to meet technical requirements dictated by SAP OCI 5.0, including standardized formats for product attributes, pricing, availability, and compliance details, to enable seamless interoperability with the City’s existing systems. The contract is classified as a subcontract under NAICS code 541512, indicating it involves computer systems design and related services. It was posted on July 31, 2026, with a response deadline of September 1, 2026, and is managed by the Finance agency under the Arizona state organization. No specific place of performance or point of contact is provided, and no set-aside preferences are listed. The work must be completed in a manner that ensures long-term data integrity and scalability within the City’s procurement infrastructure, supporting future automation and vendor onboarding workflows.

Computer Systems Design Services

POSTED

DEADLINE

Solicitation # IFB-26-0336

The City of Phoenix Finance Department is soliciting bids under solicitation IFB-26-0336 for a five-year contract to procure standard and specialty printed envelopes. These materials will support multiple city departments in mailing correspondence to residents and vendors, as well as distributing parking violation notices, citizen response envelopes, and court payment plan envelopes. The contract is managed by the Finance Procurement Officer, Donald Collins, with a response deadline of September 1, 2026. Performance will take place in Phoenix, Arizona. The scope of work requires the integration of supplier product data into a centralized procurement catalog using OCI and SRM standards, with specific requirements for digital attachments and sustainability reporting. Awardees must adhere to strict regulatory compliance standards, including Title VI of the Civil Rights Act, 49 CFR Part 26 for Disadvantaged Business Enterprise nondiscrimination, and E-Verify immigration requirements. Additionally, the contract includes specialized mandates such as a written heat safety plan in English and Spanish, adherence to FAA airspace elevation limits, and the implementation of an affirmative action plan. Proposals must be submitted electronically via the City of Phoenix Procurement Portal.

Stationery Product Manufacturing

POSTED

DEADLINE